Brent drops nearly 9%, Vietnam oil stocks split in two
Brent crude fell from a peak of $108.75/barrel on Sep 15 to $99.25/barrel just a week later. Yet while PVD, PVS and PLX slid with crude, BSR and PVT climbed, and PVP even hit the ceiling.
BOJ Hikes to a 31-Year High, Yen Weakens Anyway
Japan raised its policy rate to the highest level since 1995, yet the yen, bond yields and the Nikkei 225 all moved against the textbook playbook. The real driver was the part of the decision markets had not already priced in.
TVS Hits Ceiling as H1 Profit Falls to VND 9 Billion
TVS shares hit the daily limit the same day 16 million bonus shares began trading, even as H1 net profit collapsed 90.6% to VND 9 billion. What's actually driving the price?
Overnight Rate Hits 7%, Savings Rate Stuck at 6.8%
On September 21, 2026, Vietnam's overnight interbank rate jumped to 7% a year while state-owned banks' 12-month online savings rate stayed flat at 6.8%. A close read of three separate rates the same week separates a one-day cash squeeze from a genuine repricing.
PNJ's Record Foreign Buying Happened in a Single Session
VND 307 billion in foreign net buying on September 18 made headlines for PNJ, but it was a single negotiated block trade that landed in the exact week the Chairwoman's family sold 25 million shares to lend the money back to the company.
NVB Hits Ceiling as NCB Pushes 3.3bn-Share Issuance
NVB shares hit the daily ceiling on September 22, the second limit-up session in four days, right as NCB is asking shareholders to approve 3.3 billion new shares. Three prices for the same stock explain why the market isn't reading this as bad news.
Dimon forecasts $1 trillion AI spend, won't buy stocks
JPMorgan Chase Chairman and CEO Jamie Dimon forecasts global AI spending will top $1 trillion next year, yet he himself refuses to buy stocks at current prices. That contradiction is splitting Wall Street into two camps, with Vietnam's tech stocks caught in between.
Nasdaq Hits a Record, Market Breadth Quietly Narrows
Nasdaq closed at an all-time high on September 21, but stocks hitting 52-week lows outnumbered new highs by more than 4 to 1. VN-Index is showing the same structure.
VietinBank's New Bond Ranks Below Your Savings Account
VietinBank just approved a VND 16,000 billion public bond offering, sold right at the teller counter for as little as VND 10 million. Before treating it as a higher-yield savings alternative, know exactly where you'd stand in the repayment line.
Vietnam's Record $23.5B Trade Deficit, Yet the Dong Firms Up
Vietnam ran a trade deficit of more than $23.5 billion through September 15, the largest on record, while the interbank USD/VND rate slid to 25,999. Most of the gap traces back to global memory-chip prices, not weakening export competitiveness.
Vietnam fund industry: 6x target, zero 3-year winners
Vietnam's Ministry of Finance wants fund industry NAV at 5% of GDP by 2030, more than six times today's level. But among the 25 equity open-end funds with a three-year track record, not one has beaten the VN-Index.
SSB Hits Floor Price as ETF Buying Runs Dry
SSB dropped to its floor price on the morning of September 21, but matched volume was only about 17% of the 20-session average, a sign of vanishing index-fund demand rather than a sell-off.